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Company: CI Financial Corp.

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Firm plans to rebrand Aligned Capital to link it directly with CI brand "at some point," CEO says

Finger on analysis button risk management or assessment concept

IPO should help reduce leverage that fuelled RIA acquisition spree

Handshake of businessmen - success, congratulation, greeting & business partner concepts

Eaton Vance Investment Counsel provides wealth services to HNW, UHNW clients

Bitcoin

The firm's investment in Newton Crypto Ltd. will expedite its efforts in getting crypto trading capabilities to its wealth management clients

People Working Finance Stock Exchange ConceptPeople Working Finance Stock Exchange Concept

Cryptocurrency, banks/lifecos and a line of credit for whole life policyholders - here are some recently announced products

  • By: IE Staff
  • February 4, 2022 February 4, 2022
  • 17:33
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The CI Galaxy Multi-Crypto ETF allows clients to invest in two cryptocurrencies in a single product

  • By: IE Staff
  • February 1, 2022 February 1, 2022
  • 13:54
shopping

CI’s CEO says firm is still in the early stage of its new strategy

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Toronto-based firm manages $2.2 billion in assets for HNW and UHNW clients

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Firm also takes a minority stake in alternative asset manager

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients